Ancora Advisors LLC
Top Portfolio Positions
1,532 positions ·
$3,388,742,785 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LKQ |
Lkq Corp
Consumer Cyclical
|
8,046,484 | $236,325,234 | 6.97% | |
| AAPL |
Apple Inc.
Technology
|
533,204 | $135,321,843 | 3.99% | |
| COLD |
Americold Realty Trust
Real Estate
|
11,618,502 | $133,148,032 | 3.93% | |
| AVGO |
Broadcom Inc.
Technology
|
413,811 | $128,078,641 | 3.78% | |
| RBA |
Rb Global Inc.
Industrials
|
1,228,190 | $117,722,010 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
239,267 | $88,569,465 | 2.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
280,357 | $82,469,814 | 2.43% | |
| ABBV |
AbbVie Inc.
Healthcare
|
317,574 | $69,069,168 | 2.04% | |
| ETN |
Eaton Corp plc
Industrials
|
182,670 | $65,335,578 | 1.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
251,294 | $61,426,304 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PESI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $729,300 | 57,927 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,518,584 | 150,355 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,901,898 | 180,789 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,147,532 | 157,845 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $906,387 | 81,878 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,676,007 | 136,594 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,383,695 | 136,594 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,707,949 | 143,646 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,129,056 | 143,646 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,210,872 | 115,873 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,644,429 | 149,766 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,084,222 | 176,929 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $603,216 | 170,883 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $699,663 | 156,175 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $810,547 | 156,175 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $863,647 | 156,175 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $988,587 | 156,175 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,171,497 | 176,165 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,070,097 | 149,664 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $1,042,091 | 142,168 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $576,176 | 96,512 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $680,409 | 96,512 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $754,083 | 118,010 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $724,132 | 138,989 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||